-89.3%
SQQQ vs XHB
+23.1%
-112.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -0.9% |
| 7D | +1.8% | -4.6% | +6.4% | -3.0% |
| 30D | +4.2% | -9.1% | +13.3% | -5.5% |
| 3M | -3.3% | -8.6% | +5.3% | -10.4% |
| 6M | -43.6% | -4.0% | -39.6% | -42.9% |
| YTD | -41.9% | -3.9% | -37.9% | -40.6% |
| 1Y | -50.6% | -16.5% | -34.2% | -56.8% |
| 3Y | -89.3% | +22.6% | -111.9% | -81.1% |
| All | -89.3% | +23.1% | -112.4% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded XHB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling